Stock Donations

INSTRUCTIONS
Although these instructions are correct to the best of our knowledge, it is always advisable to contact Wells Fargo Advisors directly to ensure that your donation is processed with correct account information and in a timely manner.

A: Please provide the following information for Wells Fargo Advisors via First Clearing Corp., DTC # 0141.

  • A precise description of the stock that is being transferred, including the number of shares of which stock you wish to donate
  • The title and number of the account you wish the securities to be transferred to: Zen Hospice Project, 8914-7436

B. Inform your broker to designate stock gifts to:

Zen Hospice Project
Tax ID. # 94-3155375
273 Page Street
San Francisco, CA 94102

Tel: (415) 863-2910; Fax: (415) 863-1768

We welcome your support of Zen Hospice Project through the donation of stocks. To facilitate the transfer, we have a brokerage account with Wells Fargo Advisors. With this account, we can receive gifts of donated stocks and bonds. Derek Holtzinger is our contact at Wells Fargo Advisors and can be reached at 800-622-0670.

Zen Hospice Project will issue a statement for your tax records acknowledging your gift once the sale of your stock takes place and the amount is finalized. Please contact your tax advisor or attorney for tax-related information.

For More Information: contact Diane Mailey, Director of Strategy & Development

INSTRUCTIONS
Although these instructions are correct to the best of our knowledge, it is always advisable to contact Wells Fargo Advisors directly to ensure that your donation is processed with correct account information and in a timely manner.

A: Please provide the following information for Wells Fargo Advisors via First Clearing Corp., DTC # 0141.

  • A precise description of the stock that is being transferred, including the number of shares of which stock you wish to donate
  • The title and number of the account you wish the securities to be transferred to: Zen Hospice Project, 8914-7436

B. Inform your broker to designate stock gifts to:

Zen Hospice Project
Tax ID. # 94-3155375
273 Page Street
San Francisco, CA 94102

Tel: (415) 863-2910; Fax: (415) 863-1768